Salem, OR
Estate planning Lawyer at Salem, OR
Practice Areas: Estate Planning, Employee Benefits
OUTCOME: Division of PERS accounts for flat fee
Ms. Johnson came to see me for a QDRO. She and her ex-husband each had PERS accounts. I explained to her, and her family law lawyer, several ways to divide the accounts and the pros and cons of each. ... Choosing an even-handed approach, Ms. Johnson was able to divide both accounts for a flat fee with minimal hassle.
OUTCOME: Estate planning and administration to save estate taxes at minimal cost, hassle
The Smiths came to see me when Mr. Smith's mom passed away. We divided his parents' assets between a credit shelter trust and a survivor's trust to save estate taxes. Later, Mr. Smith's dad passed aw ... ay and we wrapped up the estate by transferring the assets to Mr. Smith and his brother in separate generation-skipping transfer trusts. Finally, I worked with the Smiths to write their personal estate plan. In addition, over the years, I have helped to answer unrelated questions that have arisen, such as how to approach a lot line adjustment with their neighbors.
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